View a Customer's Open Service Orders

(Open Service Order By Customer)

Access

Tab:  Details, General

Use this inquiry to view all open service orders for a selected customer.

The output of this inquiry may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

Depending on your security settings in Create a User/Create a User Group, you may be able to access the Enter a Sales Order, Enter a Return, Enter an Exchange, or Enter a Service Order entry processes by double-clicking on a row in the grid.

Customer CodeEnter a customer code to view open orders for this customer. If you click on the Search button, you access the Search for a Customer (Customer Code Lookup) screen, from which you can select a customer code. Once a customer has been selected, the customer name, home phone number, and salesperson will be displayed.  

Details

Credit Limit, Deposits, A/R Balance, Work Phone, ExtensionThe customer's credit limit, total Deposit liability, Accounts Receivable balance, work phone number, and work extension number will display from the customer record .

Once the Customer Code has been indicated, the grid will list open service orders for that customer. Displayed in the grid are the Order Number, Ord Date, Type, Coor (Coordinator), Stat (Status), Product, Est-Date, and Sch-Date for each open order listed. For additional detail, you may double-click an order line in the grid to view a copy of the original service order. (The format of this inquiry screen is the same as the order entry screen, but without the ability to change information shown.)

General

The following fields of information display on the General screen for the selected customer: Address 1, Address 2, City, State, Zip, Work Phone, Cell Phone, Email Address, Ship From Location, Reward Points, Credit Limit, and Credit Remarks. Also shown are the number of Sales, Returns, and Service orders for This Year, Last Year and Lifetime.